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See this for requesting a refund - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US   TurboTax Business Edition - https://turbotax.intuit.com/small-business-taxes/cd-download/   Note - The Business Edition cannot be used for a personal tax return, Form 1040

I couldn't read or follow all that without any breaks.  But with the Desktop program you get 1 free state PROGRAM download to prepare all state returns in that specific state.  Then each state return including the first one is $20 or 25 to efile.     If you needed to file a state return for a different state  you have to buy the second state Program for $40.   Then again,  each state return is $20/25 to efile (including the first one).  

First, thank you for your response.    Second, let me ask if I have this correctly now:     So on the 2025 return I'm completing now,  I list the prorated county taxes for the 1-2025 to 8-2025 period I lived in the home that was paid to the buyer of my former home.    Then on the 2026 return I list the full property taxes I actually paid in 2026 i.e., the arrears for 2025.    Because taxes are done in arrears in this Ohio county, what about the taxes I had already paid in 2025 to cover the 2024 arrears? are those reported on the forms I'm completing now?    Thank you. 

If you're entering your 3,000 capital loss carryover from tax year 2024, to your current year tax return, follow these FAQ instructions:  If you transferred last year's TurboTax return over, you don't have to do a thing—we've already entered it for you.   Otherwise, follow these instructions:   Navigate to the capital loss carryover section: TurboTax Online/Mobile: Go to the capital loss carryover (<click here) screen under Wages & Income TurboTax Desktop: Search for capital loss carryover, and then select the Jump to link, or Go to Federal Taxes. Go to Wages & Income. If asked, How do you want to enter your income?, select I'll choose what I work on. Under Investment Income, select Start or Update next to Capital Loss Carryover. Select Yes on the screen Did you have investment losses you couldn't claim last year? Enter the info about your capital loss on the following screens. If you're worried about your carryover from this years' taxes to the 2026 tax return, don't worry; TurboTax will roll that amount over automatically when you open the software next year. 

TurboTax is designed to flag what seem like duplicate entries so that you do not report double income.   If the Payer is the same, but the funds are different, you can add an identifier for each Form 1099-R in the Payer field. For example, you can add the last four digits of the account number after the Payer's name.   For any Form 1099-Rs that have identical distribution amounts (may not apply to you), you may consider slightly altering the amounts if they are the same. For example, by changing a distribution amount from 5,000 to 5000.01, that typically resolves the duplicate Form 1099-R alerts.

It's still not working.  As I've mentioned previously, there is an interview question for condo or coop (corresponding to line 32b of Form 5695), but the interview question for line 32a (joint occupants; my situation) is missing.  Recent updates have not fixed this for the online version.  

I was also triple charged on February 22, 2026. Typically every year turbo tax double charges one state return and every year there are excuses and no resolve and no refund.  This year the first return filed for my daughter who moved to another state had two states to file on her return.  One state should have been free and the other state $25.  Unfortunately, the software itself has a glitch that automatically makes that impossible. 1) You get to the point in the program and enter banking information, system checks return and moves to credit card entry. Complete and the form and amount looks correct, one state free and one state $20 discounted from $25.  Then I click enter and the software does another check before actually filing and asks again for credit card information, which I enter and this time I am charged $20 twice. Called for TurboTax assistance and 15 minutes of an incredibly stupid AI app giving me ridiculous remedies and sending text of garbage. Finally, I get a person who tells me they use 3rd party app.  She was helpful with one software issue and very pleasant, prompting me to give her a very good and in that matter deserved review.  However, she was not familiar with or helpful with the change to COGS or with billing problems. All her advice, as well as online AI turned out to be outdated and website pages turned off and no longer available.  Finally, Co-Pilot gave back with information that Intuit TurboTax has purposefully turned off all contact information to resolve overbilling issues.  The software has a build-in feature to double charge and if you have two states triple bill for the first return.  So, my acceptance in all prior years to let the one state double bill go, only served to embolden TurboTax to continue the overbilling practice.  The recent TurboTax lawsuit was not for this overbilling issue, so there is at this time no resolve at this time and no way to get a letter, text, email, or call to a human that will resolve this issue.  I paid a total of $80 for one state that is an overcharge of $60 for one state.  Think about that when prices are already crushing most US citizens at the grocery store, for housing, and other purchased goods.  Our software providers are also ripping us off.  Intuit seems to have forgotten they need customers to purchase their product to stay in business.  There are lots of other tax preparation software packages to use. I would have used any one of several that I have used in the past, but I have this automatically billed subscription to Home and Business, so that is what I used.  But this should be the last year, it is time to do my taxes with any one of the competitors software.  HR Block has one that works exactly the same, but there are many tax preparation software packages from desktop to online to choose from.  If you are having the same problem and looking for a solution, at this point I think the only solution is to simply move on to a better company offering a better software that is not purposefully programmed to rip off the consumer. 

Thanks, I was grappling with the Form 5695 fiasco and was looking at every possible issue that might have caused my efile to be rejected several times! It’s a pretty straightforward form to complete and I have an accounting background so I wanted to cross all my “t’s” just to be sure that the a home energy audit wasn’t somehow now needed.    I saw that the Form 5695 was a problem last year. It is very frustrating to have to deal with this again this year. I am expecting a refund and mailing in my return seems like that’s far riskier than waiting until Turbo Tax and the IRS to resolve this problem so that we can all efile our returns. After all, it is in their interest to do so!    Hey, Turbo Tax, if you are reading this community posting, you might want to consider refunding customers their efiling fee!!